JFS Wealth Advisors’s New Oriental EDU Stock Holding History

JFS Wealth Advisors’s Portfolio EDU Stock Details EDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-134	Closed	-$11K	–	837
2021 Q2	$11K	Buy	+134	New	+$16.3K	﹤0.01%	430

Other funds holding EDU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

YCM

Yiheng Capital Management San Francisco, California $291M AUM 19.43% 1-Year Est. Return

Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JFS Wealth Advisors's EDU Position: Q3 2021 in Review

JFS Wealth Advisors sold out of New Oriental (EDU) in Q3 2021, closing a stake of 134 shares — an estimated $11K sold.

JFS Wealth Advisors first reported a position in EDU in Q2 2021 and held it in 1 quarter. The position peaked at $11K in Q2 2021. 271 funds tracked by Wall St. Rank hold EDU as of Q3 2021.

JFS Wealth Advisors reported no remaining New Oriental position as of Q3 2021 after selling out during the quarter.
JFS Wealth Advisors sold 134 New Oriental shares in Q3 2021, an estimated $11K.
JFS Wealth Advisors first reported a position in New Oriental in Q2 2021 and held it in 1 quarter.
JFS Wealth Advisors's New Oriental position peaked at $11K in Q2 2021.
271 funds tracked by Wall St. Rank held New Oriental as of Q3 2021.

Based on JFS Wealth Advisors's 13F filing for Q3 2021, filed 9 Nov 2021.